Equity Lifestyle Properties
458 hedge funds and large institutions have $11.5B invested in Equity Lifestyle Properties in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 187 increasing their positions, 145 reducing their positions, and 45 closing their positions.
284% more call options, than puts
Call options by funds: $1.09M | Put options by funds: $283K
36% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 45
29% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 145
3% more funds holding
Funds holding: 446 → 458 (+12)
3.09% less ownership
Funds ownership: 98.59% → 95.5% (-3.1%)
11% less capital invested
Capital invested by funds: $13B → $11.5B (-$1.48B)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$40.7M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$36M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$33M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$31.8M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
+$30.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$260M |
| 2 |
CTC
Chai Trust Company
Chicago,
Illinois
|
-$160M |
| 3 |
Morgan Stanley
New York
|
-$145M |
| 4 |
State Street
Boston,
Massachusetts
|
-$53.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$49.1M |
ELS Hedge Fund Activity: Q1 2024 in Review
458 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Equity Lifestyle Properties (ELS) for Q1 2024, worth a combined $11.5B — down 11% from $13B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new ELS positions and 45 closed out — a net gain of 16 holders — while 187 added to existing stakes and 145 trimmed.
The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $40.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $260M.
- 458 institutional investors held Equity Lifestyle Properties (ELS) as of Q1 2024, up from 446 in Q4 2023.
- Funds reported $11.5B of Equity Lifestyle Properties stock for Q1 2024, down 11% quarter-over-quarter.
- 61 funds opened new Equity Lifestyle Properties positions in Q1 2024 and 45 closed out, a net change of +16 holders.
- The largest Equity Lifestyle Properties buyer in Q1 2024 was Qube Research & Technologies (QRT), an estimated $40.7M added.
- The largest Equity Lifestyle Properties seller in Q1 2024 was T. Rowe Price Associates, an estimated $260M sold.
Based on aggregated 13F filings for Q1 2024.